Probate & estate administration

"We pride ourselves in providing a discreet, professional and personal service to clients, using our skill and discretion to handle even the most sensitive and complex matters."

Welcome to Probate & estate administration

When someone dies it is a very difficult time for those closest to them. Our Private Client team will do everything we can to help in a sensitive and efficient manner.

Members of our team are often appointed as executors and trustees under the terms of client’s Wills and in those circumstances we can carry out all aspects of the estate administration including:

Arranging the funeral

Registration of the death

Obtaining the grant of probate

Arranging payment of inheritance tax where appropriate

Securing the deceased’s assets, including any property they may have

Dealing with any enquiries raised by H M Revenue and Customs

Liquidating assets and / or transferring assets to the beneficiaries

Making distributions and dealing with any income tax and capital gain tax issues that may arise

Deeds of variation

We are also regularly instructed by others who have been appointed as personal representatives to deal with the administration of estates on their behalf, which may involve dealing with several or all of the items described above.

Members of the private client team also provide advice to some of the country’s leading charities on trusts and estate issues including estate and trust administration.

We pride ourselves in providing a discreet, professional and personal service to clients, using our skill and discretion to handle even the most sensitive and complex matters.

Related updates

Independent verdict

“This firm ‘has the patience required to explain even the most complex matters in a language that is easy to understand’.”

Chambers & Partners

“Quality advice regionally that is unlikely to be bettered even in London.”

Legal 500

"The team is characterised as 'extremely responsive and proactive'."

Chambers & Partners

"I appreciate the speed of response and the overall quality of their individual and corporate relationships."

Client quote, Chambers & Partners

“This Newcastle team has an impressive history of helping landed estate and business owners in the North East manage their affairs, and is expert in obtaining agricultural, business and heritage property relief. Much of their trusts and asset structuring has an offshore or multi-jurisdictional aspect."

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